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Focus Publication of the Association of Blind Citizens of New Zealand Inc Volume 56 No 3 September 2020 In this Issue DJ VU / We Have All Been Here Before, Editorial by Allan Jones What's in a Name,
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What is focus?
Focus is a regulatory report that provides detailed information about a company's financial condition, operations, and risk management practices.
Who is required to file focus?
SEC-registered investment advisers are required to file focus reports.
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Focus reports can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
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The purpose of focus is to provide regulatory authorities with transparency into the activities and financial condition of SEC-registered investment advisers.
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Focus reports typically include information about the adviser's assets under management, investment strategies, custody practices, and compliance policies and procedures.
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